Purchases and Sales Made in Q4 2022 in Astrazeneca PLC (AZN)
This table provides information about the institutional ownership of Astrazeneca PLC (AZN) during Q4 2022. The information is specifically focused on institutions that hold shares of ASTRAZENECA PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
76+ 1.19% |
$4.12K - $5.35K
|
6.47K
$417K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
72+ 0.82% |
$3.9K - $5.07K
|
8.81K
$568K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
70+ 0.96% |
$3.79K - $4.93K
|
7.39K
$476K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
64New |
$3.47K - $4.51K
|
64
$4.12K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
62+ 5.18% |
$3.36K - $4.37K
|
1.26K
$81.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
61+ 1.92% |
$3.31K - $4.3K
|
3.24K
$209K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
61+ 0.91% |
$3.31K - $4.3K
|
6.75K
$435K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
61+ 0.87% |
$3.31K - $4.3K
|
7.07K
$456K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
59New |
$3.2K - $4.16K
|
59
$3.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
57+ 42.22% |
$3.09K - $4.02K
|
192
$12.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
57+ 0.17% |
$3.09K - $4.02K
|
34K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
52+ 1.04% |
$2.82K - $3.66K
|
5.04K
$325K
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
50+ 1.03% |
$2.71K - $3.52K
|
4.89K
$315K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
48+ 0.59% |
$2.6K - $3.38K
|
8.22K
$530K
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
41+ 0.24% |
$2.22K - $2.89K
|
17.3K
$1.11M
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Ridge Investments LLC
|
BUY
|
- |
39+ 0.03% |
$2.11K - $2.75K
|
114K
$7.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
36New |
$1.95K - $2.54K
|
36
$2.32K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
36+ 0.39% |
$1.95K - $2.54K
|
9.23K
$594K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
35+ 8.88% |
$1.9K - $2.47K
|
429
$27.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
33+ 3.3% |
$1.79K - $2.32K
|
1.03K
$66.6K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
31+ 4.32% |
$1.68K - $2.18K
|
749
$48.3K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
31New |
$1.68K - $2.18K
|
31
$2K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
29+ 0.17% |
$1.57K - $2.04K
|
17.2K
$1.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
23+ 10.8% |
$1.25K - $1.62K
|
236
$15.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23+ 26.44% |
$1.25K - $1.62K
|
110
$7.09K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
23+ 1.91% |
$1.25K - $1.62K
|
1.23K
$79K
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
21+ 0.49% |
$1.14K - $1.48K
|
4.33K
$279K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
20New |
$1.08K - $1.41K
|
20
$1.29K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
19+ 95.0% |
$1.03K - $1.34K
|
39
$2.51K
|
|
|
Feb 14, 2023
Q4 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
12+ 0.21% |
$651 - $845
|
5.8K
$374K
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
11+ 110.0% |
$596 - $775
|
21
$1.35K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 0.82% |
$542 - $704
|
1.23K
$79.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
10+ 5.0% |
$542 - $704
|
210
$13.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7+ 0.06% |
$379 - $493
|
10.8K
$696K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
4+ 1.59% |
$217 - $282
|
256
$16.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2New |
$108 - $141
|
2
$129
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.26% |
$54.2 - $70.4
|
380
$24.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.21% |
$54.2 - $70.4
|
473
$30.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1+ 0.01% |
$54.2 - $70.4
|
13.5K
$867K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.46% |
$54.2 - $70.4
|
220
$14.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1- 0.01% |
$54.2 - $70.4
|
12.7K
$816K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$108 - $141
|
6.07K
$391K
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-2- 0.03% |
$108 - $141
|
6.88K
$444K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3- 0.4% |
$163 - $211
|
752
$48.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4- 1.14% |
$217 - $282
|
346
$22.3K
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-4- 0.07% |
$217 - $282
|
5.81K
$374K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-6- 1.16% |
$325 - $423
|
512
$33K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-10- 0.46% |
$542 - $704
|
2.18K
$141K
|